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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Steve Barrilleaux (CRD# 2331355) is an Investment Advisor Representative working at Lpl Financial LLC in Rocklin, CA and has over 19 years of experience in the finance industry. Steve Barrilleaux has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Douglas Behl (CRD# 1216009) is an Investment Advisor Representative working at Lpl Financial LLC in Roseville, CA and has over 40 years of experience in the finance industry.
Lisa Beile (CRD# 2329868) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Roseville, CA and has over 30 years of experience in the finance industry.
Stephen Belasco (CRD# 5843249) is an Investment Advisor Representative working at Staines Financial, LLC in Roseville, CA and has over 11 years of experience in the finance industry.
James Belluomini (CRD# 6435370) is an Investment Advisor Representative working at Edward Jones in Nevada City, CA and has over 9 years of experience in the finance industry.
Jonathan Benecke (CRD# 6917954) is an Investment Advisor Representative working at Edward Jones in Roseville, CA and has over 5 years of experience in the finance industry.
Adam Benedict (CRD# 2898880) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Roseville, CA and has over 25 years of experience in the finance industry. Adam Benedict has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bryan Bentley (CRD# 5960205) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Granite Bay, CA and has over 12 years of experience in the finance industry.
Melanie Bergevin (CRD# 4871319) is an Investment Advisor Representative working at Edward Jones in Lincoln, CA and has over 19 years of experience in the finance industry.
James Biasotti (CRD# 2903140) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Roseville, CA and has over 21 years of experience in the finance industry.